Create and update LeadConnector contacts from new LEX Reception messages
Boost your efficiency with this workflow that kickstarts when there's a new message in the LEX Reception app. It seamlessly updates or adds a new contact in the LeadConnector app, ensuring your contact list stays up-to-date. It's an automatic way to save time, eliminate manual data entry, and keep your communication streamlined and effective. These two apps work together to give you a more organized and responsive setup.
Boost your efficiency with this workflow that kickstarts when there's a new message in the LEX Reception app. It seamlessly updates or adds a new contact in the LeadConnector app, ensuring your contact list stays up-to-date. It's an automatic way to save time, eliminate manual data entry, and keep your communication streamlined and effective. These two apps work together to give you a more organized and responsive setup.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Message
Triggers when a new message is taken.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name